Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PH vs DUOL✓SelectedUSD · DUOLPH vs DUOL performance historyLatest closeAs of-0.20%09/04
Stock and ETF performance explorer

PH vs DUOL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+28.2%
DUOL return
-43.9%
Excess return
+72.1%
Maximum drawdown
-19.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioDUOLExcessAlpha
1D-0.2%-2.7%+2.5%-0.5%
7D-3.1%+5.1%-8.2%-2.5%
30D-3.2%+14.1%-17.4%-1.6%
3M+10.6%+41.5%-30.9%+14.7%
6M-2.1%+60.6%-62.7%+2.5%
YTD+10.2%-12.0%+22.2%+12.3%
1Y+28.2%-43.4%+71.6%+27.9%
All+28.2%-43.9%+72.1%+27.9%

Cumulative growth

Daily Returns

Daily percentage return beside DUOL.

Daily Out/Under-Performance

Portfolio return minus DUOL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DUOL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.

Cumulative Out/Under-Performance

Relative wealth over 1y: compounded portfolio wealth divided by compounded DUOL wealth, less one. Both series rebase at the selected span's start.

Cumulative Alpha

Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.

Updating return analytics…

1y analysis · Full analysis span regression · 6 months rolling